RFA

Resurgent Financial Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$522K
3
+$412K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$398K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$312K

Top Sells

1
+$1.67M
2
+$370K
3
+$338K
4
ASML icon
ASML
ASML
+$319K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$279K

Sector Composition

1 Technology 15.82%
2 Energy 10.14%
3 Financials 9.83%
4 Healthcare 7.53%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$333K 0.23%
1,287
-82
102
$326K 0.22%
1,236
+107
103
$318K 0.22%
8,686
+930
104
$315K 0.21%
4,023
+348
105
$315K 0.21%
4,036
-130
106
$315K 0.21%
586
+21
107
$315K 0.21%
6,305
+1,585
108
$312K 0.21%
+6,155
109
$312K 0.21%
4,304
+214
110
$311K 0.21%
13,897
-1,102
111
$310K 0.21%
3,043
+2,177
112
$300K 0.2%
949
-59
113
$299K 0.2%
8,880
+758
114
$291K 0.2%
7,076
-687
115
$290K 0.2%
+5,753
116
$287K 0.2%
2,051
+408
117
$280K 0.19%
190
-11
118
$277K 0.19%
5,553
+227
119
$274K 0.19%
5,751
-1,867
120
$271K 0.18%
2,555
-429
121
$270K 0.18%
459
-542
122
$266K 0.18%
11,784
-207
123
$249K 0.17%
5,227
+1,051
124
$247K 0.17%
3,841
+3,378
125
$244K 0.17%
+8,078
3 4
5
6 7